Filed January 16, 2015 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
SOUND SHORE1+ years Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $441,222 |
Filed as: SILCHESTER INTERN'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $432,782 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-1592157 | Securities Custodian | $411,807 |
Service code 28 · EIN 98-0457328 | Investment Management | $311,166 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & CO. LLC Service code 28 · EIN 36-2214610 | Investment Management | $306,339 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $286,043 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON LLP Service code 11 · EIN 53-0181291 | Actuarial | $274,416 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $268,229 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $170,834 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 · EIN 13-6038770 | Investment Management | $135,307 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 0.53% | -3.37%+3.9pp | 16.23%-15.7pp | 1.67%-1.1pp |
| Employer contribution / active EE | $0 | $15,879-100.0% | $17,605-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |